To delete a document, click Del next to the document on the documents list page. Alternatively, click Delete on the documents detail page. When you delete a document, Salesforce stores it in the Recycle Bin.
- From Setup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types.
- Next to the article type, click Del.
- Confirm that you want to delete the article type.
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How do I delete a document in Salesforce?
To delete a document, click Del next to the document on the documents list page. Alternatively, click Delete on the documents detail page. When you delete a document, Salesforce stores it in the Recycle Bin. You can restore the document to your document library within that time by clicking Undelete from the Recycle Bin.
How do I delete a published article?
To delete published article you need to archive the article. Then from Archived Articles list, choose the article to delete. Show activity on this post. You can delete draft articles, draft translations of articles, or archived articles, but not published articles or translations.
How do I delete archived articles in Lightning?
I finally accomplished it by switching to Classic UI, heading to Article Management, viewing archived articles and deleting. I suspect in order to do this in Lightning, you actually have to customize the knowledge tab in the service console to have a delete button.
How to take action in Salesforce from Experience Cloud Sites?
Take Action in Salesforce from Experience Cloud Sites Embed Dashboards Everywhere Edit General Settings for a Story Export and Share Insights Set Up the Tableau CRM Platform Customer 360 Global Profile Data Connection (Beta) Microsoft Dynamics CRM Connection Focus on Selected Data Return to a Previous View by Using History
Can we delete published article in Salesforce?
You can delete articles and translations on the Article Management tab or the detail page of the article or translation. Deleting permanently removes articles from the knowledge base. You can delete draft articles, draft translations of articles, or archived articles, but not published articles or translations.
How do I delete an article?
StepsBecome an administrator. … Go to the article that you want to delete. … Decide if it’s necessary to delete the article. … At the top of the article, under the “More” dropdown, click on the “Delete” button.Select the reason that you want to delete the page. … Click on “Delete page” to delete the article.
How do I archive a knowledge article in Salesforce?
Mass archive articles in Lightning Experience UILog in to Salesforce.Go to the ‘Knowledge’ tab.Go to the ‘Published Article’ list view.Select the articles you would like to archive.Click the drop down arrow icon.Select Archive.
What are Salesforce articles?
Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports.
How do you delete saved articles from the Times?
Advertisement. To remove all your article history, simply click on the “Delete all articles” button on the bottom-right of the screen.
How do you remove information from public records?
Below are three actionable tips to remove your information from public online records.Delete Your Social Media Footprints. Facebook and Twitter would be what you’re probably going to focus on the most here. … Delete Old Emails and Email Accounts. … Ask Data Brokers to Delete Your Records.
How do I edit a published knowledge article in Salesforce?
Update the ArticleFrom the Service app, click the Knowledge Tab.From the dropdown, select the Published Articles List View.Click the How to Clean and Maintain Your Solar Panel article.Click the Versions tab. … Click the Edit as Draft button at the top of the page, then click Edit as Draft again.More items…
How do I update a Salesforce knowledge article?
a. Open the Data Loader and click Update. b. Select Show all Salesforce objects and select the appropriate ArticleType__kav object where ArticleType is the article’s article type name for Classic Knowledge or Knowledge__kav for Lightning Knowledge.
What are knowledge articles in Salesforce?
Knowledge Articles (Salesforce Knowledge) Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions like, how much storage your product supports. Experienced service agents and internal writers write the articles.
How do I manage knowledge articles in Salesforce?
Select Manage Salesforce Knowledge. 3. Click on App Permissions….You also need to make sure that the Tabs are visible as necessary:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a User profile.Click Edit.Set the visibility of the necessary tabs to Default On.Click Save.
How do I find Salesforce knowledge articles?
Required EditionsSelect Knowledge in the dropdown list next to the global search box. You can also type knowledge at the top of the dropdown list, then select Knowledge.Optionally, click Advanced Search at the bottom of the results list. … Enter your search terms, up to 100 characters. … To run the search, press Enter .
Where does the article summary appear in Salesforce?
Where does the article summary appear? settings, ten in the Quick Find box, enter Knowledge Settings and select Knowledge Settings. to automatically enable Knowledge, assign licenses to article authors, and set up data groups and categories. In the Knowledge tab, click the article.